Retirement Planning: Is downsizing right for you?
Are you thinking of downsizing? After living in a society where going large is almost a status symbol, the idea of going small may seem a little odd - and may leave you feeling a little uncomfortable. But in middle age and on the approach to retirement, more and more...
Taking pension money early: finding the perfect home for your investment
Being able to access savings from your pension at 55 can be a very welcome benefit. It can introduce a whole new resource into your available finances. But it should be handled with caution – your hard-earned savings were originally meant to support you in your...
Can I access my pension from abroad?
Perhaps one of the most popular retirement dreams is living in that idyllic setting abroad. This could be the time when you can finally create that 2nd family home in paradise, that favourite holiday spot where the sun always shines and the tide never goes out. But is...
What will my retirement look like?
Retirement planning doesn’t have to be overwhelming. Follow some simple steps now to help you make the most of your savings in the future. FCA regulated.
The Covid-19 crisis: should you access your pension early?
For many people the Covid crisis has meant increased financial pressures. In some instances your pension could help ease that pressure. FCA regulated.
Your pension: the good, the bad and the tax
Pensions come with lots of tax breaks and benefits that make them one of the most powerful savings tools most of us will ever have. FCA regulated.
How do my pension options change at 55?
From tax-free cash to drawing a regular income. Discover your pension options from 55 and the risks associated with taking pension money early. FCA regulated.
The State Pension: Is it enough to live on?
You only have to look at current State Pension rates to see that it is unlikely to be able to compete with average salaries. So, if when you retire you rely on just the State Pension as a source of income, will you have enough to live on? Perhaps realistically the...
Is Portafina a reputable company?
Established in 2009, Portafina is an FCA-regulated financial adviser with a rating of 4.78 out of 5 on reviews.co.uk. We specialise in pensions and retirement planning, and we currently manage over £½ billion in pension savings for our clients. Every 1 hour and 6...
The difference between financial guidance and advice
Find out who you can turn to for guidance and advice to help make the most of your pension…